Feature

Experts & Reviews Cycles

Assign experts to manage specific playbooks and set automated review cycles, ensuring your documentation stays current and accurate.

Assign Experts for Ownership

Expert Assignment for Playbooks

Easily assign experts to specific playbooks, giving them control over content updates and accuracy.

Clear Ownership

Visible expert assignments ensure the right person is always responsible for the content, improving accountability.

A digital interface displays a to-do list titled "Hi, Peggy." Items include Welcome to Acme, Prospecting Process, Salesforce CRM, and Sales Training Quiz. A "Sales Expert" badge is shown with an arrow pointing to it—essential parts of the onboarding process.
A pop-up window displaying expert and privacy settings with a highlighted field for selecting an expert named "Joan Harris" and setting a review interval to "Every year." Ideal for process documentation during employee training.

Automate Review Cycles

Set Custom Review Intervals

Define how often playbooks should be reviewed—monthly, quarterly, or at any interval you choose.

Automated Reminders

Experts receive automatic reminders when a review is due, ensuring timely updates.

Keep Content Fresh and Relevant

Track Review Status in Analytics

Monitor the review status of each playbook directly in the Analytics section, ensuring nothing slips through the cracks.

Continuous Improvement

Regular reviews help keep your content aligned with current best practices and organizational needs.

Expert reviews on Whale for the process scorecard

Quick Guide: Using Whale’s Review Cycles

See how Whale’s expert review cycles let subject matter experts review and validate your training content, ensuring accuracy and quality before it reaches your team.

Other features

Custom Badges

Reward team members and showcase expertise by assigning custom badges that appear in the org chart, boosting motivation and visibility across your organization.

Training Flows

Easily automate onboarding, knowledge sharing, and training with customized flows that deliver content in a specific order for efficient learning.

Advanced Permissions

Easily manage who can view, create, and edit content within your boards and libraries, ensuring sensitive information is only accessible to the right people.

Onboard, train and elevate your team
with Whale

Whale is AI-powered software for documenting processes and training.